This document provides information about a four-day certification training on grants management. Attendees can earn up to 24 continuing education credits. The training will cover grant administrative requirements, managing grants and cooperative agreements, cost principles and allowability, and audit requirements. It also describes the two-step process to earn the Grants Management Certificate, which involves completing prerequisite training and the four advanced courses. Sponsorship opportunities are mentioned, allowing organizations to customize the training and bring it on-site.
This document advertises an event planning and project management certification week being held from March 2-6, 2009 in Washington, DC. It will feature two interactive classes on project management for administrative professionals and event planning, design, and implementation. Attendees can earn up to 30 CPE credits. The certification week aims to help administrative professionals develop advanced skills to become indispensable members and managers in their organizations.
The document summarizes an upcoming HR Measures, Metrics and Analytics Summit to be held from January 20-22, 2010 in Arlington, VA. The summit will provide attendees with tools and strategies to measure the effectiveness of HR programs, benchmark organizational effectiveness using metrics and analytics, and identify best practices in HR metrics. Over the three days, attendees will learn how to select metrics to increase workforce performance, measure the impact of HR on business outcomes, and design a metrics system to drive innovation. Speakers will address topics such as developing a balanced scorecard and measuring employee engagement and retention.
The document describes an upcoming conference called "The Performance Conference 2009" being held from October 6-9, 2009 in Chicago, IL. The conference will feature 12 comprehensive tracks related to performance management, measures, metrics, and business analytics. It will provide executives and professionals tools and strategies for driving organizational performance and profitability, especially in turbulent economic times. Over 3,000 business leaders from various industries and functions are expected to attend the conference.
The document advertises a two-day training conference on developing and implementing rolling forecasts to improve financial performance. Attendees will learn how to design effective rolling forecasts that identify key business drivers, trends, and risks to improve forecast accuracy. The training will provide guidance on aligning rolling forecasts with strategic plans and integrating them into the management process. The conference will be held in Washington D.C. on August 5-6, 2009 and offers 13 CPE credits to attendees such as CFOs, VPs of finance, and financial analysts.
The document provides information about the 2010 Government Performance Summit, which will take place from May 10-12, 2010 in Arlington, VA. The summit will explore using leadership, measurement, and a motivated workforce to drive government results.
Over two days, the summit will feature keynote addresses and breakout sessions on topics like performance management, program evaluation, budget management, transparency, and developing employees. Federal managers from various levels and roles are encouraged to attend to learn best practices for improving performance.
The summit is presented by Innovations in Government to highlight performance management strategies and allow information sharing between government professionals. Attendees will gain skills and networking opportunities to enhance organizational results through strategic planning, outcome-based measures
This document provides an agenda for a five-day training event on budgeting for government held from August 9-13, 2010 in Arlington, VA. The event features three interactive courses that will teach participants how to navigate the budget process, utilize activity-based cost management, and implement performance-based budgeting in government. Each day focuses on one of the three courses and includes sessions on frameworks, best practices, and application exercises. The goal is for participants to learn budgeting methodologies that align resources with priorities and improve results.
The document provides information about the Performance Management Training Forum 2010, which will take place from January 20-22, 2010 in Arlington, VA. Attendees can earn up to 18 CPE credits over the three day event. The forum will provide step-by-step training on building strategy maps, balanced scorecards, and performance reporting. Sessions will include hands-on exercises and presentations of participant work. Topics will cover strategic planning, performance measurement, project management, and becoming a strategy focused organization.
This document provides information about a four-day training event on strategic workforce planning for government. The training will cover topics such as creating an effective human capital plan, building a system to support workforce excellence, managing workforce performance to drive results, and developing a blueprint for filling leadership pipelines. It includes an agenda with learning objectives for each day. Participants will learn tools and strategies for assessing skills gaps, implementing succession planning, developing competency models, and creating human capital plans aligned with organizational goals. The instructors have extensive experience in human resources and management consulting.
This document advertises an event planning and project management certification week being held from March 2-6, 2009 in Washington, DC. It will feature two interactive classes on project management for administrative professionals and event planning, design, and implementation. Attendees can earn up to 30 CPE credits. The certification week aims to help administrative professionals develop advanced skills to become indispensable members and managers in their organizations.
The document summarizes an upcoming HR Measures, Metrics and Analytics Summit to be held from January 20-22, 2010 in Arlington, VA. The summit will provide attendees with tools and strategies to measure the effectiveness of HR programs, benchmark organizational effectiveness using metrics and analytics, and identify best practices in HR metrics. Over the three days, attendees will learn how to select metrics to increase workforce performance, measure the impact of HR on business outcomes, and design a metrics system to drive innovation. Speakers will address topics such as developing a balanced scorecard and measuring employee engagement and retention.
The document describes an upcoming conference called "The Performance Conference 2009" being held from October 6-9, 2009 in Chicago, IL. The conference will feature 12 comprehensive tracks related to performance management, measures, metrics, and business analytics. It will provide executives and professionals tools and strategies for driving organizational performance and profitability, especially in turbulent economic times. Over 3,000 business leaders from various industries and functions are expected to attend the conference.
The document advertises a two-day training conference on developing and implementing rolling forecasts to improve financial performance. Attendees will learn how to design effective rolling forecasts that identify key business drivers, trends, and risks to improve forecast accuracy. The training will provide guidance on aligning rolling forecasts with strategic plans and integrating them into the management process. The conference will be held in Washington D.C. on August 5-6, 2009 and offers 13 CPE credits to attendees such as CFOs, VPs of finance, and financial analysts.
The document provides information about the 2010 Government Performance Summit, which will take place from May 10-12, 2010 in Arlington, VA. The summit will explore using leadership, measurement, and a motivated workforce to drive government results.
Over two days, the summit will feature keynote addresses and breakout sessions on topics like performance management, program evaluation, budget management, transparency, and developing employees. Federal managers from various levels and roles are encouraged to attend to learn best practices for improving performance.
The summit is presented by Innovations in Government to highlight performance management strategies and allow information sharing between government professionals. Attendees will gain skills and networking opportunities to enhance organizational results through strategic planning, outcome-based measures
This document provides an agenda for a five-day training event on budgeting for government held from August 9-13, 2010 in Arlington, VA. The event features three interactive courses that will teach participants how to navigate the budget process, utilize activity-based cost management, and implement performance-based budgeting in government. Each day focuses on one of the three courses and includes sessions on frameworks, best practices, and application exercises. The goal is for participants to learn budgeting methodologies that align resources with priorities and improve results.
The document provides information about the Performance Management Training Forum 2010, which will take place from January 20-22, 2010 in Arlington, VA. Attendees can earn up to 18 CPE credits over the three day event. The forum will provide step-by-step training on building strategy maps, balanced scorecards, and performance reporting. Sessions will include hands-on exercises and presentations of participant work. Topics will cover strategic planning, performance measurement, project management, and becoming a strategy focused organization.
This document provides information about a four-day training event on strategic workforce planning for government. The training will cover topics such as creating an effective human capital plan, building a system to support workforce excellence, managing workforce performance to drive results, and developing a blueprint for filling leadership pipelines. It includes an agenda with learning objectives for each day. Participants will learn tools and strategies for assessing skills gaps, implementing succession planning, developing competency models, and creating human capital plans aligned with organizational goals. The instructors have extensive experience in human resources and management consulting.
This document provides information about an upcoming training event titled "Project Leadership" hosted by The Performance Institute. The two-day training will be held on August 9-10, 2010 in Arlington, VA and will provide up to 14 PDU credits. Attendees will learn skills related to effective project leadership, team building, communication, decision-making, change management, and conflict resolution. The training will use interactive exercises and real-world examples. Information is provided about the venue, hotel accommodations, registration fees, payment, cancellations, and contact information.
The document provides information about an upcoming HR Measures, Metrics & Analytics Summit to be held from August 30 to September 1, 2010 in Arlington, VA. The summit will teach attendees how to develop and implement HR measures and metrics to drive better organizational efficiency. Attendees will learn how to understand changing HR metrics landscapes, design custom performance measurement frameworks, measure the strategic value of HR investments, and utilize workforce analytics to optimize performance and cost savings. The summit will include keynote speakers, sessions on various metrics and analytics topics, and optional post-conference workshops.
This 4-day training event focuses on strategic workforce planning for government agencies. The training will cover:
- Day 1: Creating an effective human capital plan, including identifying needs, assessing readiness, and developing meaningful performance metrics.
- Day 2: Planning for the future workforce, including workforce profiling, defining competencies, gap analysis, and recruitment strategies.
- Day 3: Managing knowledge and developing the future workforce, including learning systems, knowledge management, and succession planning.
- Day 4: Building a system to support workforce excellence, including implementation structures and organizational culture.
The training is intended to teach participants how to identify and meet their agency's future talent needs through effective workforce planning.
This document provides information about an upcoming training event titled "Project Leadership" hosted by The Performance Institute. The two-day training will be held on August 9-10, 2010 in Arlington, VA and will provide up to 14 PDU credits. Attendees will learn skills related to effective project leadership, team building, communication, decision-making, change management, and conflict resolution. The training will use interactive exercises and real-world examples. Information is provided about the venue, hotel accommodations, fees, registration, cancellations, and sponsorships.
The document announces a Six Sigma Excellence Summit to be held from July 13-15, 2010 in Arlington, VA. The summit will provide training on Lean Six Sigma tools and techniques to streamline processes, identify effective performance measures, and build infrastructure to successfully deploy Six Sigma initiatives. It will include keynote speakers, breakout sessions on various Six Sigma topics, and a pre-conference White Belt certification workshop. Attendees will learn how to eliminate waste, lower costs, garner company-wide support, and effectively manage Six Sigma programs. The goal is to help organizations effectively manage, measure and sustain their Lean Six Sigma efforts.
The document announces the Social Services Performance Summit 2009, which will be held on September 22-23, 2009 in Washington, DC, with optional pre-conference and post-conference workshops. The summit will focus on improving social services delivery through performance management, measurement, and accountability. Topics will include implementing performance measures, navigating transparency and accountability requirements, and using data to evaluate programs. Attendees will learn best practices for compliance, continuous improvement, and demonstrating results.
This document provides an agenda and details for the "Budgeting Week for Government" conference taking place November 2-6, 2009 in Washington, DC. The conference features three interactive courses on navigating the budget process, performance-based budgeting, and activity-based cost management. Each course is held over 1-2 days and includes lectures, case studies, and application sessions. Overall, the conference aims to help government financial managers and analysts develop skills for preparing and executing results-driven budgets aligned with agency priorities and performance goals.
This document provides information about the "Budgeting and Forecasting 2010: Restructure Your Forecasting for Improved Reporting" conference. The conference will be held from April 19-21, 2010 in San Diego, CA and will focus on helping attendees restructure their forecasting for improved reporting through techniques like implementing balanced scorecards, developing accurate forecasts from imprecise data, and transitioning to rolling forecasts. The document provides an agenda for the three days of sessions, speakers, and information on logistics like registration, fees, hotel accommodations, and CPE credits.
The document summarizes an upcoming conference on budgeting and forecasting that will take place from June 14-16, 2010 in Boston, MA. The conference will provide techniques and tools for improving budgeting and forecasting practices, including implementing balanced scorecard techniques, integrating analytical tools, improving cash flow forecasting, and moving beyond Excel to a web-based budgeting and forecasting approach. Speakers will discuss topics such as establishing solid financial foundations, measuring budget performance, and assessing risk through forecasting.
This document provides information about a three-day training event on budgeting for government agencies. The event features three interactive core courses that will examine leading budget methodologies: 1) Activity-Based Cost Management, 2) Navigating the Budget Process, and 3) Performance-Based Budgeting. Attendees can receive up to 30 CPE credits. Each course will provide practical instruction on an important aspect of budget preparation and execution through presentations and application exercises.
This document provides an overview and agenda for a five-day project management training course titled "Project Management for Results" held in Atlanta, GA from April 19-23, 2010. The course will teach project managers methods and tools to define and plan projects, track project progress, manage budgets and schedules, and successfully complete projects on time and within budget. Participants will learn key project initiation, planning, execution and closing techniques based on the Project Management Body of Knowledge (PMBOK). The agenda outlines topics to be covered each day, including developing project charters and estimates, creating work breakdown structures and network diagrams, and integrating Gantt charts to manage project progress.
The document provides information about The Performance Conference 2009 being held October 6-9, 2009 in Chicago, IL. The conference will feature 12 comprehensive tracks on topics related to performance management such as performance measurement systems, workforce metrics, linking Lean Six Sigma methods to strategy, and customer management. It will provide over 23 hours of CPE credits. Attendees will include C-level executives, VPs, directors, managers, and analysts from various industries and functions involved in organizational performance planning and management. The goal is for attendees to learn how to effectively manage performance in an economic downturn through operational efficiencies, cost reductions, and improved profitability and financial stability.
The document describes an upcoming conference on performance management called The Performance Conference 2009 taking place from October 6-9, 2009 in Chicago, IL. The conference will feature 12 comprehensive tracks on topics related to performance management, measures, metrics, and business analytics. It will bring together business executives from various industries and functions to explore challenges in business performance and latest innovations. Attendees will learn how to utilize performance management strategies to improve operational efficiencies, reduce costs, and increase profitability during turbulent economic times.
The document describes two interactive courses on performance auditing and program evaluation taking place from September 27-30, 2010 in Arlington, VA. The performance auditing course will focus on creating strategies to improve performance auditing and developing relevant program measures. The program evaluation course will teach how to determine if a program is achieving its intended outcomes and how to build an evaluation system. The courses will provide techniques for using performance data to drive decision making, assessing risks and vulnerabilities, developing audit objectives, and selecting appropriate data collection and analysis methods. Attendees include government auditors, inspectors general, program managers, and other professionals.
The document provides an agenda and details for "The 2009 Summit on Project Management and Process Improvement Excellence" conference held from August 5-7, 2009 in Washington, DC. The conference offered workshops, keynote speeches, and breakout sessions on topics related to project management and process improvement in government. It was aimed at project managers, PMO directors, and others involved in process improvement.
The document summarizes a two-day strategic alliance conference that will teach attendees how to successfully launch, manage, and evaluate strategic partnerships. The conference will provide best practices for identifying metrics to measure alliance performance, aligning alliances with corporate strategy, and fostering transparency between partner organizations. Speakers will discuss governance methods, communication strategies, and tools for assessing relationship health.
This document provides information about the "Budgeting and Forecasting 2010: Restructure Your Forecasting for Improved Reporting" conference. The conference will be held from April 19-21, 2010 in San Diego, CA and will focus on techniques for improving budgeting and forecasting processes. Speakers will discuss topics like implementing balanced scorecard techniques, creating accurate forecasts from imprecise data, developing effective rolling forecasts, and structuring forecasts to reduce risk. The document outlines the conference agenda, speaker biographies, logistics and registration details.
The document provides an agenda and information for "The 2009 Summit on Project Management and Process Improvement Excellence" held from August 5-7, 2009 in Washington, DC. The summit consisted of keynote addresses, workshops, and sessions on various project management and process improvement topics. Attendees could learn how to effectively manage projects, implement various methodologies, and improve processes. The agenda details the daily schedules, session topics, speakers and provides registration information.
This document provides information about the 2009 Project Management Office Summit taking place from October 14-16, 2009 in San Diego, CA. The summit will include an optional pre-conference seminar on October 14 about PMO implementation, and an optional post-conference workshop on October 16 about energizing project portfolio management. The two-day conference will focus on developing a business case for a PMO, building a world-class PMO, project portfolio management, marketing a PMO internally, creating an enterprise PMO, developing PMO measures and metrics, utilizing a PMO to mitigate risk, and lessons from a mature PMO. Attendees can earn up to 18 PDUs. In-house training on related topics is
This document provides information about a two-day Project Management Office Summit taking place on July 21-22, 2010 in Chicago, Illinois. The summit will provide up to 18 PDUs for attendees and cover topics like aligning a PMO to business needs, leveraging a PMO in tight economic times, and increasing project transparency. Pre-conference workshops on July 20th will address implementing a PMO and advanced PMO techniques. Speakers will discuss developing a business case for PMO success, marketing a PMO internally, measuring PMO metrics, and creating an effective PMO on a depleted budget. The event is aimed at project management professionals seeking to optimize their organization's PMO.
The document provides information about the 2010 Grants Management Training taking place from March 9-11, 2010 in Arlington, VA. The training will consist of three courses on grant administrative requirements, cost principles and allowability, and audit requirements. Attendees will include executives, fundraisers, program administrators, grant managers, writers, and financial staff from state and local agencies, as well as community organizations. The training will provide 18 CPE credits and cover topics like understanding administrative requirements, direct and indirect costs, risk assessment, and preparing for an audit. Registration information and speaker biographies are also included.
The document provides information about the 2010 Grants Management Training taking place from March 9-11, 2010 in Arlington, VA. The training will consist of three courses that will provide 18 CPE credits. Course 1 will cover grant administrative requirements and cooperative agreements. Course 2 will cover cost principles and allowability for grants. Course 3 will cover audit requirements for grants. The training is aimed at those involved in grants management, administration, and auditing. Registration information and logistics are also provided.
This document provides information about an upcoming training event titled "Project Leadership" hosted by The Performance Institute. The two-day training will be held on August 9-10, 2010 in Arlington, VA and will provide up to 14 PDU credits. Attendees will learn skills related to effective project leadership, team building, communication, decision-making, change management, and conflict resolution. The training will use interactive exercises and real-world examples. Information is provided about the venue, hotel accommodations, registration fees, payment, cancellations, and contact information.
The document provides information about an upcoming HR Measures, Metrics & Analytics Summit to be held from August 30 to September 1, 2010 in Arlington, VA. The summit will teach attendees how to develop and implement HR measures and metrics to drive better organizational efficiency. Attendees will learn how to understand changing HR metrics landscapes, design custom performance measurement frameworks, measure the strategic value of HR investments, and utilize workforce analytics to optimize performance and cost savings. The summit will include keynote speakers, sessions on various metrics and analytics topics, and optional post-conference workshops.
This 4-day training event focuses on strategic workforce planning for government agencies. The training will cover:
- Day 1: Creating an effective human capital plan, including identifying needs, assessing readiness, and developing meaningful performance metrics.
- Day 2: Planning for the future workforce, including workforce profiling, defining competencies, gap analysis, and recruitment strategies.
- Day 3: Managing knowledge and developing the future workforce, including learning systems, knowledge management, and succession planning.
- Day 4: Building a system to support workforce excellence, including implementation structures and organizational culture.
The training is intended to teach participants how to identify and meet their agency's future talent needs through effective workforce planning.
This document provides information about an upcoming training event titled "Project Leadership" hosted by The Performance Institute. The two-day training will be held on August 9-10, 2010 in Arlington, VA and will provide up to 14 PDU credits. Attendees will learn skills related to effective project leadership, team building, communication, decision-making, change management, and conflict resolution. The training will use interactive exercises and real-world examples. Information is provided about the venue, hotel accommodations, fees, registration, cancellations, and sponsorships.
The document announces a Six Sigma Excellence Summit to be held from July 13-15, 2010 in Arlington, VA. The summit will provide training on Lean Six Sigma tools and techniques to streamline processes, identify effective performance measures, and build infrastructure to successfully deploy Six Sigma initiatives. It will include keynote speakers, breakout sessions on various Six Sigma topics, and a pre-conference White Belt certification workshop. Attendees will learn how to eliminate waste, lower costs, garner company-wide support, and effectively manage Six Sigma programs. The goal is to help organizations effectively manage, measure and sustain their Lean Six Sigma efforts.
The document announces the Social Services Performance Summit 2009, which will be held on September 22-23, 2009 in Washington, DC, with optional pre-conference and post-conference workshops. The summit will focus on improving social services delivery through performance management, measurement, and accountability. Topics will include implementing performance measures, navigating transparency and accountability requirements, and using data to evaluate programs. Attendees will learn best practices for compliance, continuous improvement, and demonstrating results.
This document provides an agenda and details for the "Budgeting Week for Government" conference taking place November 2-6, 2009 in Washington, DC. The conference features three interactive courses on navigating the budget process, performance-based budgeting, and activity-based cost management. Each course is held over 1-2 days and includes lectures, case studies, and application sessions. Overall, the conference aims to help government financial managers and analysts develop skills for preparing and executing results-driven budgets aligned with agency priorities and performance goals.
This document provides information about the "Budgeting and Forecasting 2010: Restructure Your Forecasting for Improved Reporting" conference. The conference will be held from April 19-21, 2010 in San Diego, CA and will focus on helping attendees restructure their forecasting for improved reporting through techniques like implementing balanced scorecards, developing accurate forecasts from imprecise data, and transitioning to rolling forecasts. The document provides an agenda for the three days of sessions, speakers, and information on logistics like registration, fees, hotel accommodations, and CPE credits.
The document summarizes an upcoming conference on budgeting and forecasting that will take place from June 14-16, 2010 in Boston, MA. The conference will provide techniques and tools for improving budgeting and forecasting practices, including implementing balanced scorecard techniques, integrating analytical tools, improving cash flow forecasting, and moving beyond Excel to a web-based budgeting and forecasting approach. Speakers will discuss topics such as establishing solid financial foundations, measuring budget performance, and assessing risk through forecasting.
This document provides information about a three-day training event on budgeting for government agencies. The event features three interactive core courses that will examine leading budget methodologies: 1) Activity-Based Cost Management, 2) Navigating the Budget Process, and 3) Performance-Based Budgeting. Attendees can receive up to 30 CPE credits. Each course will provide practical instruction on an important aspect of budget preparation and execution through presentations and application exercises.
This document provides an overview and agenda for a five-day project management training course titled "Project Management for Results" held in Atlanta, GA from April 19-23, 2010. The course will teach project managers methods and tools to define and plan projects, track project progress, manage budgets and schedules, and successfully complete projects on time and within budget. Participants will learn key project initiation, planning, execution and closing techniques based on the Project Management Body of Knowledge (PMBOK). The agenda outlines topics to be covered each day, including developing project charters and estimates, creating work breakdown structures and network diagrams, and integrating Gantt charts to manage project progress.
The document provides information about The Performance Conference 2009 being held October 6-9, 2009 in Chicago, IL. The conference will feature 12 comprehensive tracks on topics related to performance management such as performance measurement systems, workforce metrics, linking Lean Six Sigma methods to strategy, and customer management. It will provide over 23 hours of CPE credits. Attendees will include C-level executives, VPs, directors, managers, and analysts from various industries and functions involved in organizational performance planning and management. The goal is for attendees to learn how to effectively manage performance in an economic downturn through operational efficiencies, cost reductions, and improved profitability and financial stability.
The document describes an upcoming conference on performance management called The Performance Conference 2009 taking place from October 6-9, 2009 in Chicago, IL. The conference will feature 12 comprehensive tracks on topics related to performance management, measures, metrics, and business analytics. It will bring together business executives from various industries and functions to explore challenges in business performance and latest innovations. Attendees will learn how to utilize performance management strategies to improve operational efficiencies, reduce costs, and increase profitability during turbulent economic times.
The document describes two interactive courses on performance auditing and program evaluation taking place from September 27-30, 2010 in Arlington, VA. The performance auditing course will focus on creating strategies to improve performance auditing and developing relevant program measures. The program evaluation course will teach how to determine if a program is achieving its intended outcomes and how to build an evaluation system. The courses will provide techniques for using performance data to drive decision making, assessing risks and vulnerabilities, developing audit objectives, and selecting appropriate data collection and analysis methods. Attendees include government auditors, inspectors general, program managers, and other professionals.
The document provides an agenda and details for "The 2009 Summit on Project Management and Process Improvement Excellence" conference held from August 5-7, 2009 in Washington, DC. The conference offered workshops, keynote speeches, and breakout sessions on topics related to project management and process improvement in government. It was aimed at project managers, PMO directors, and others involved in process improvement.
The document summarizes a two-day strategic alliance conference that will teach attendees how to successfully launch, manage, and evaluate strategic partnerships. The conference will provide best practices for identifying metrics to measure alliance performance, aligning alliances with corporate strategy, and fostering transparency between partner organizations. Speakers will discuss governance methods, communication strategies, and tools for assessing relationship health.
This document provides information about the "Budgeting and Forecasting 2010: Restructure Your Forecasting for Improved Reporting" conference. The conference will be held from April 19-21, 2010 in San Diego, CA and will focus on techniques for improving budgeting and forecasting processes. Speakers will discuss topics like implementing balanced scorecard techniques, creating accurate forecasts from imprecise data, developing effective rolling forecasts, and structuring forecasts to reduce risk. The document outlines the conference agenda, speaker biographies, logistics and registration details.
The document provides an agenda and information for "The 2009 Summit on Project Management and Process Improvement Excellence" held from August 5-7, 2009 in Washington, DC. The summit consisted of keynote addresses, workshops, and sessions on various project management and process improvement topics. Attendees could learn how to effectively manage projects, implement various methodologies, and improve processes. The agenda details the daily schedules, session topics, speakers and provides registration information.
This document provides information about the 2009 Project Management Office Summit taking place from October 14-16, 2009 in San Diego, CA. The summit will include an optional pre-conference seminar on October 14 about PMO implementation, and an optional post-conference workshop on October 16 about energizing project portfolio management. The two-day conference will focus on developing a business case for a PMO, building a world-class PMO, project portfolio management, marketing a PMO internally, creating an enterprise PMO, developing PMO measures and metrics, utilizing a PMO to mitigate risk, and lessons from a mature PMO. Attendees can earn up to 18 PDUs. In-house training on related topics is
This document provides information about a two-day Project Management Office Summit taking place on July 21-22, 2010 in Chicago, Illinois. The summit will provide up to 18 PDUs for attendees and cover topics like aligning a PMO to business needs, leveraging a PMO in tight economic times, and increasing project transparency. Pre-conference workshops on July 20th will address implementing a PMO and advanced PMO techniques. Speakers will discuss developing a business case for PMO success, marketing a PMO internally, measuring PMO metrics, and creating an effective PMO on a depleted budget. The event is aimed at project management professionals seeking to optimize their organization's PMO.
The document provides information about the 2010 Grants Management Training taking place from March 9-11, 2010 in Arlington, VA. The training will consist of three courses on grant administrative requirements, cost principles and allowability, and audit requirements. Attendees will include executives, fundraisers, program administrators, grant managers, writers, and financial staff from state and local agencies, as well as community organizations. The training will provide 18 CPE credits and cover topics like understanding administrative requirements, direct and indirect costs, risk assessment, and preparing for an audit. Registration information and speaker biographies are also included.
The document provides information about the 2010 Grants Management Training taking place from March 9-11, 2010 in Arlington, VA. The training will consist of three courses that will provide 18 CPE credits. Course 1 will cover grant administrative requirements and cooperative agreements. Course 2 will cover cost principles and allowability for grants. Course 3 will cover audit requirements for grants. The training is aimed at those involved in grants management, administration, and auditing. Registration information and logistics are also provided.
This two-day training event focused on social services contracts and grants. Day one covered writing successful performance-based proposals and identifying reliable funding sources. Day two examined audit requirements for grants and how to prepare for and navigate the audit process. Speakers would provide advice on drafting proposals, conducting risk assessments, and ensuring proper documentation. The event aimed to help attendees obtain and manage contracts and grants while implementing performance measures and accountability.
This document provides information about an international masterclass training on certified financial management for project managers that will take place from March 1-4, 2016 in Nairobi, Kenya. The training will provide project managers with the financial management skills needed to ensure the profitability and success of projects. It will cover key finance techniques, budgeting, cash flow analysis, and other topics. The trainer, Gary Costin, has over 17 years of experience in project management, human resources, and training. Successful completion of the course and exam will result in certification in Financial Management for Project Managers.
This two-day workshop provides training on obtaining and managing social services contracts and grants. Day one focuses on writing successful grant proposals, including identifying funding opportunities, crafting proposals that demonstrate projects' merits, and learning how to avoid common pitfalls. Day two covers navigating the audit process for contracts and grants, including understanding audit requirements, conducting risk assessments, and preparing for audit procedures. Attendees will learn how to effectively implement performance-based contracting and create logical performance measures for improved grant results. The workshop aims to equip managers and officials with the knowledge and tools to acquire, implement, and ensure accountability for social services funding.
This two-day training event focused on social services contracts and grants. On day one, attendees would learn how to write successful performance-based proposals, including identifying funding sources, understanding requirements, and avoiding common mistakes. They would also learn tips for enhanced funding and making proposals more relevant. On day two, the training would cover navigating the audit process for contracts and grants, including conducting risk assessments, understanding requirements, and preparing for audits. Attendees would acquire knowledge on effectively implementing performance-based contracting and forming relationships with funders. The event aimed to provide nonprofit leaders with strategies for obtaining and managing contracts and grants.
This two-day conference on November 19-20, 2009 in Arlington, VA will teach attendees how to obtain and manage social services contracts and grants. On day one, participants will learn how to write successful performance-based proposals, target reliable funders, and avoid common mistakes in the proposal process. Day two will cover understanding and preparing for the audit process, navigating single audit reporting requirements, and ensuring proper documentation. The goal is to provide strategies for creating programs that get and remain funded in alignment with organizational missions.
This two-day conference on November 19-20, 2009 in Arlington, VA will teach attendees how to obtain and manage social services contracts and grants. On day one, participants will learn how to write successful performance-based proposals, target reliable funders, and avoid common mistakes in the proposal process. Day two will cover understanding and preparing for the audit process, navigating single audit reporting requirements, and ensuring proper documentation. The goal is to provide strategies for creating programs that get funded and stay funded while aligning with organizational missions.
Matthew Stasior has over 25 years of experience in business development, financial services, and project management. He has held executive roles at several top financial institutions and consulting firms. Stasior has expertise in areas such as strategic planning, credit analysis, risk management, and regulatory compliance. He has led many successful projects focused on operational improvement, system implementations, and building high-performing teams.
Khary O. Earley has over 10 years of experience in debt finance, process improvement, and systems roles at companies including Fannie Mae, Freddie Mac, and Citizens Trust Bank. He has a Masters in Business Administration and a Bachelors degree in Business Administration from the University of Maryland and Morehouse College. His experience includes loan servicing, cash management, settlement processing, and commercial lending. He has advanced analytical and Microsoft Office skills.
Certified International Project Manager , AAPM Certification by Syseneg Academy Syseneg Academy
This certification program provides an individual with an accredited globally recognized project management credential. Project Management is achieving worldwide recognition as a profession in its own right. The Certified International Project Manager credential is The American Academy of Project Management AAPM ® mark of distinction for advanced-level practitioners. It gives recognition that the individual have the knowledge, skills and a professional level of competency in project management practices.
Mindy Kaplan is an experienced internal auditor and SOX compliance executive with an MBA in finance. She has 20 years of experience in internal audit, SOX compliance, and enterprise risk management at major financial institutions. She is skilled in process analysis, risk assessment, project management, and internal controls. Currently, she works as an independent contractor providing audit, compliance, and consulting services.
This document is a resume for M. Atif Akhtar outlining his professional experience and qualifications. It summarizes that he has over 10 years of experience as a Contract Specialist/Administrator for the Defense Logistics Agency where he facilitates the procurement of $55M in contracts annually. He has received several performance awards and has taken on leadership roles in process improvement initiatives. The resume also provides details of his education including a B.S. in Business with a concentration in Finance from Virginia Commonwealth University.
Maurice Russo has over 20 years of experience in credit and lending, including positions as an Underwriting Manager at Green Tree/Ditech, a Processing/Operations Manager at GMAC Mortgage/Green Tree, and an Underwriting Manager at Bank of America. He has a strong track record of leading teams, mentoring employees, managing risk, and implementing new products and programs. Russo is currently seeking a position that utilizes his expertise in underwriting, management, lending compliance, and client relations.
This document provides an agenda and logistical information for the "Grants Management for Results 2009" conference taking place August 17-19, 2009 in Washington, DC. The conference will cover key topics related to grants management over three days, including proposal planning, budgeting, financial management, accountability, evaluation and performance monitoring. An optional post-conference workshop on grant compliance for non-profits will also be offered on August 20. Participants will learn best practices for writing successful grant proposals, developing budgets, reporting performance results, and staying compliant with financial regulations. The conference will take place at The Performance Institute's training center in Arlington, VA.
Experienced KYC analyst prepared to manage risk and design and implement profitable goals for companies. Through research, detailed records and solid communication skills, will always maintain a high level of customer service for client and employed at all time.
Syed Mustafa Gardezi is seeking a senior position in finance or accounting where he can utilize over 15 years of experience. He has extensive expertise in areas such as financial management, budgeting, payroll management, and credit risk. Currently he is the Finance & Admin Manager at Firefly FZ LLC in Dubai, where his responsibilities include managing financial operations and payroll. Previously he held roles as a Consumer Banking Officer at Standard Chartered Bank and Assistant Financial Controller at TSS in the UK. He has an MCom in Accounting & Finance and is pursuing qualifications from ICAEW and as a CPA.
This document provides information about an upcoming three-day conference on grants management taking place from August 17-19, 2009 in Washington, DC. Day one will focus on proposal planning and development. Day two will cover budget and financial management for grants. Day three will address accountability, evaluation and performance monitoring for grants. There is also an optional one-day workshop on August 20 about federal grant compliance for nonprofits. The conference aims to help attendees improve their skills in writing successful grant proposals, managing grant budgets and finances, and evaluating and reporting on grant performance and outcomes.
This document outlines the steps for an organization to implement an ISO 9000 quality management system, including pre-needs assessment activities, an initial needs assessment meeting, leadership development training, workforce development training, and post-training activities. Key activities include reviewing organizational structure and plans, developing gap analyses, defining roles and responsibilities, establishing quality policies and plans, and documenting processes. The goals are to develop management and employee skills in quality practices and prepare the organization for ISO 9000 accreditation audits.
Javeed Mohaseen is seeking a growth-oriented career that allows him to contribute to organizational goals. He has a Master's in Business Administration (Finance) with a first class grade point average and over 6 years of professional experience. His most recent role was as a partner for Zubeida's Kitchen, an online food delivery service, where he helped build the brand and later partnered with Swiggy.com. He is skilled in financial statement analysis, risk analysis, and client relationship management.
This document is an image file without any text content. Therefore, I am unable to provide a meaningful summary in 3 sentences or less based on the information given. The document appears to be an image but I cannot determine the subject or essential details of the image from the file itself.
The document discusses five common workplace legal pitfalls and provides strategies to avoid them. It addresses issues related to employee classification, health and safety litigation, equal employment opportunity laws, social media use, and limiting supervisor liability. For each pitfall, it provides tips such as carefully auditing employee classifications, establishing clear expectations and accountability, asking consistency questions during EEO investigations, defining appropriate social media use policies, and conducting harassment training for supervisors.
This document provides information about a two-day conference on applying Lean Six Sigma methodology to improve IT processes and drive business results. The conference will provide an overview of Lean Six Sigma and the DMAIC process, techniques for selecting and managing Six Sigma projects in IT, and case studies on implementing Six Sigma in IT departments. Sessions will also address change management, integrating Six Sigma with ITIL, and migrating from waterfall to lean development models. Attendees can earn up to 18 CPE credits. The conference will be held in Arlington, VA on September 29-30, 2010.
The document discusses a Lean Six Sigma conference for IT professionals to be held from September 27-30, 2010. The conference will provide 18 CPE credits and optional yellow belt certification. Attendees will learn how to apply Lean Six Sigma methodology to improve IT processes and drive business results. They will gain tools to continuously improve work through problem solving. The yellow belt track on September 27-28 will cover Lean Six Sigma concepts and techniques to define, measure, analyze, improve and control processes.
This 3-day course provides comprehensive exam preparation for the Project Management Professional (PMP)® certification exam. Participants will learn the essential terminology, tools, and techniques to navigate the five process groups and nine knowledge areas of the PMBOK® Guide. The course covers key topics like scope, time, cost, quality and risk management, and communication skills. Participants receive a complimentary copy of the PMBOK® Guide and take practice questions and a full-length mock exam to prepare for the real PMP® exam.
The document discusses a Lean Six Sigma conference for IT professionals to be held from September 27-30, 2010. The conference will provide 18 CPE credits and optional yellow belt certification. Attendees will learn how to apply Lean Six Sigma methodology to improve IT processes and drive business results. They will gain tools to continuously improve work through problem solving. The yellow belt track on September 27-28 will cover Lean Six Sigma concepts and techniques to define, measure, analyze, improve and control processes.
This document provides information about a two-day conference on applying Lean Six Sigma methodology to improve IT processes and functions. The conference will provide an overview of Lean Six Sigma and the DMAIC process, discuss specific case studies, and offer a pre-conference certification option. Sessions will address topics such as change management, process transformation, and integrating Six Sigma with other frameworks like ITIL. Attendees will learn techniques for enhancing the quality, efficiency and results of their IT operations through Lean Six Sigma.
This document provides information about a 3-day training course on preparing for the Project Management Professional (PMP) certification exam. The course will cover the key concepts and processes needed to understand the PMP exam, provide sample questions and a practice exam, and help attendees create a personalized study plan. It will be held in Arlington, VA in October 2010. Attendees will learn about the latest PMBOK guide, tips for passing the exam, and how to apply and prepare to take the PMP exam.
This document provides an agenda for a three-day training on implementing a balanced scorecard for government. The training will cover developing a strategy map, identifying key performance measures, building balanced scorecards, setting targets, and creating strategic initiative maps. Attendees will learn best practices for rolling out a balanced scorecard and creating a strategy-focused organization through presentations, exercises and case studies.
This 3-day training event provides government employees with the skills to implement a balanced scorecard performance management system. Attendees will learn how to create strategy maps, develop performance measures, link individual performance plans, and build organizational strategies. The training will cover building scorecards, setting targets, prioritizing initiatives, and communicating results. Attendees can earn 18 continuing education credits, and the training is offered at the Performance Institute in Arlington, VA from October 18-20, 2010.
The document announces an environmental performance summit to be held from June 28-30, 2010 in Arlington, VA. The summit will focus on measuring and improving environmental performance in government through workshops on developing quality performance measures, performance-based budgeting, and selecting the right performance measures for environmental programs. Featured speakers will discuss renewable energy contributions to environmental sustainability and innovations for utilizing performance measures. Attendees include environmental managers, specialists, researchers, and sustainability coordinators.
The document describes a Lean Six Sigma Yellow Belt certification course that will teach participants to apply Six Sigma tools and the DMAIC process to solve organizational challenges and improve processes. The 2-day course will cover Six Sigma concepts and methods, process mapping, project management, and tools for defining problems, measuring performance, analyzing causes of defects, improving processes, and controlling gains. Attendees will learn techniques to support continuous improvement through team problem solving and complete a work-related project.
The document announces an upcoming training event on auditing and evaluating government program performance held from September 27-30, 2010 in Arlington, VA. The event features two interactive courses on performance auditing and program evaluation. Performance auditing focuses on achieving maximum impact through relevant program measures and improving program objectives. Program evaluation teaches how to determine if a program is accomplishing its intended outcomes and how to build an evaluation system. Attendees will learn how to use performance information to drive decision making and capture accurate data to prove government programs are achieving their goals.
The document announces an upcoming training event on auditing and evaluating government program performance held from September 27-30, 2010 in Arlington, VA. The event features two interactive courses on performance auditing and program evaluation, with the goal of helping participants use performance information to drive decision making and prove that government programs are achieving intended outcomes. The performance auditing course will cover creating successful auditing strategies, developing relevant program measures, and learning how to improve program objectives. The program evaluation course will teach how to determine if a program is accomplishing its goals and how to build an evaluation system within an organization.
The document discusses a Lean Six Sigma conference for IT professionals to be held from September 27-30, 2010. The conference will provide 18 CPE credits and optional yellow belt certification. Attendees will learn how to apply Lean Six Sigma methodology to improve IT processes and drive business results. They will gain tools to continuously improve work through problem solving. The yellow belt track on September 27-28 will cover Lean Six Sigma concepts and techniques to define, measure, analyze, improve and control processes.
This document provides information about a two-day conference on applying Lean Six Sigma methodology to improve IT processes and functions. The conference will provide an overview of Lean Six Sigma and the DMAIC process, discuss specific case studies, and offer a pre-conference certification option. Sessions will address topics such as change management, process transformation, innovation, and combining Six Sigma with the ITIL framework. Attendees include IT professionals seeking to enhance quality, efficiency and results. CPE credits are offered.
This document provides an agenda and information for the "Budgeting and Forecasting Conference 2010" event being held from September 13-15, 2010 in San Diego, CA. The agenda outlines keynote speeches and sessions on each day that will discuss implementing tools for budgeting and forecasting, utilizing balanced scorecard techniques, developing rolling forecasts, and identifying key business drivers to improve forecasts. A post-conference workshop on September 15th will focus on modeling and forecasting key business drivers. The document provides information on registration, CPE credits, hotel accommodations, and pricing for the conference and workshop.
The document provides information about a conference on implementing balanced scorecards effectively that will take place from August 23-25, 2010 in Washington DC. The conference will include workshops on the first day covering balanced scorecard fundamentals and using business intelligence to enable strategy-aligned scorecards. Day two will focus on developing key measures and cascading scorecards throughout an organization. Speakers will provide guidance on topics such as change management, strategy mapping, monitoring performance, and motivating employees. Attendees include CEOs, CFOs, and other executives seeking to transform strategy into action using balanced scorecards.
This document provides information about a 5-day training seminar on project management titled "Project Management for Results". The seminar will be held from October 4-8, 2010 in Arlington, VA and offers 35 PDUs and 30 CPE credits. Over the 5 days, participants will learn about project initiation, planning, execution, closing, tracking projects, using earned value management tools, understanding the project life cycle, developing estimates and schedules, and more. The seminar is aimed at project managers, program managers, procurement managers, IT specialists, and others involved in project management. Attending the seminar will help professionals bring projects from initiation to execution, develop performance measurements, understand factors for improving troubled projects, and prepare
This 3-day training event focuses on project management skills and earned value management. On day one, participants will learn about project initiation, planning, execution and closing. They will also review key project management concepts and terminology. Day two covers defining project requirements, developing a work breakdown structure, scheduling and network diagrams. Day three focuses on resource planning and management, risk planning, and quality planning. The event aims to help participants complete projects on time, within budget and meet customer expectations. It is suitable for project managers, program managers, procurement staff and others.
1. Earn up to 24
CPE Credits
Grants Management
Certification Week
Obtain and Enhance Knowledge and Skills Necessary to Effectively Manage the Grant Process
May 18–21, 2009 | Washington, DC
Featuring Four Interactive Courses:
Course 1: Course 2: Course 3: Course 4:
Understand Grant Manage Grants and Comprehend Cost Understand Audit
Administrative Requirements Cooperative Agreements Principles and Allowability Requirements for Grants
Develop an overview of Learn how to efficiently and Understand the importance Cultivate an understanding
uniform administrative effectively manage grant of indirect and direct costs of audit requirements
and financial requirements work processes, and how to and how to use and apply and how to conduct and
necessary for grant solidify relationships in the cost principles prepare for an audit
compliance grants management process
Examine and Learn Proven Methods to Manage Grants Effectively
www.PerformanceWeb.org/Grants 1
www.PerformanceWeb.org/Grants
2. Grants Management Certification Week
Who
Grants Management Certificate
To address the need for skilled professionals in grants
Should Attend: management, the Performance Institute now offers a
Grants Manager Certificate program. In order to achieve
professional excellence, you must continually expand your
skills and education. As grants become an increasingly
• Grants Managers
important funding mechanism at all levels, the bar has been raised in government
• Grantee Financial Staff agencies, private organizations and nonprofits as managers seek to hire, promote and
work with the most skilled individuals.
• Sponsored Program
Administrators
Complete two steps to earn your certificate:
• Program Officials
• Program Managers
Step 1: Complete the prerequisite course, Grants Management for
• Principal Research Investigators Results Training
• Auditors You may fulfill the prerequisite of the Grants Management for Results Training by meeting
one or more of the following requirements:
• Awarding Agency Staff
• Three years as a grants manager or analyst or program personnel whose main
... and anyone involved with
responsibility is the development and administration of grants
grants project or administrative
• Successfully completing five or more grant applications that have received money
management and auditing
• Have been awarded grants totaling $500,000 and above
You will be required to submit a letter of intent outlining your qualifications and desire to opt
out of the Grants Management for Results Training Series based on your current expertise.
Top 5 Please submit pre-requisite documentation to: Stephanie Donaldson, VP of Education
Services, The Performance Institute, 1515 N. Courthouse Road, Suite 600, Arlington,
VA 22201 or Donaldson@Performanceweb.org prior to start date of the certification
training. We will evaluate individuals on a case-by-case basis.
Reasons to Attend:
Step 2: Attend the four advanced grants courses:
1. Understand administrative
• Course 1: Understand Grant Administrative Requirements
requirements and how they are
• Course 2: Manage Grants and Cooperative Agreements
essential to the award process
• Course 3: Comprehend Cost Principles and Allowability
2. Manage grants and cooperative
• Course 4: Understand Audit Requirements for Federal Grants
agreements to ensure optimum
project performance
Benefits of the Certification include advancing your career through the knowledge you
3. Comprehend cost principle rules
have acquired as a certified grants manager. Education and professional certification are
and how they relate to your
becoming necessary for promotions to coveted positions and with this certificate you will
agency or organization
stand out among your competition.
4. Examine all aspects of audit
requirements from preparation For more information about certification, please contact Chris Joseph at
to execution 703-894-0481 or email at Joseph@PerformanceWeb.org.
5. Earn a grants manager certificate
2
www.PerformanceWeb.org/Grants
3. Grants Management Certification Week
*Please note that each day begins at 9:00 am and ends at 4:00 pm. There will be a
Speaker
one hour lunch break everyday from 12:00-1:00 pm.
Day One: May 18, 2009*
Understand Uniform Administrative Requirements
Biography:
The administrative requirements of OMB Circular A-102 and 2 CFR Part 215 are now
the foundation of administrative grants regulations. To streamline your work processes this
session will supply you with the tools necessary to apply provisions to current administra-
Elizabeth G. Holden tive issues. You will also gain fundamentals to review recipient financial procedures and
MPA, EDFP, Senior use administrative requirements to direct enforcement measures. These principles will help
Fellow, Council for your agency with variations in implementation.
Nonprofit Innovation
Coverage Includes:
Ms. Elizabeth G. Holden is a widely
Overview of Administrative Requirements
sought after national consultant and
trainer on organizational issues • Understand the administrative requirements under OMB Circular A-102 and CFR
that affect the public, private and
Part 215
nonprofit sectors. She is currently
• Examine the development of administrative requirements as well as recent and
CEO of PrimePoint, a non-partisan
planned changes
consulting firm whose mission is to
increase organizational capacity by
Standards for Financial Management Systems
engaging human potential.
• Review grant recipient financial system procedures and conform with the
Ms. Holden currently serves
administrative requirements
as a Senior Fellow with the
• Prepare and develop a reporting schedule for financial and progress reports
Performance Institute and the
Council for Nonprofit Innovation in
Property and Procurement Standards
Washington, D.C. The Performance
Institute and the Council are • Identify standards for title, use and disposition of real and intangible property,
national, non-partisan think tanks equipment and supplies
that provide consulting and training
• Examine and avoid common pitfalls resulting from insufficient property management
services to public agencies and
and procurement standards
nonprofit organizations.
Reports and Records
Previously, Ms. Holden was a trainer
and consultant with Organizational • Decide when grant records may be discarded and what information you must keep
Leadership Programs (OLP) and the
• Learn about records management and disposition as it applies to your agency
Institute of Public Policy (IPP) at the
or organization
Harry S Truman School of Public
Affairs, University of Missouri. She
Termination and Enforcement
provided organizational, leadership,
and professional development • Use administrative requirements to guide corrective actions and enforcement measures
training and consulting services • Compile applicable federal, state and agency requirements for the enforcement,
to organizations operating in the sanction, and termination of awards overseen by contractors and subcontractors
public, private and nonprofit sectors.
After-Award Requirements and Contract Provisions
• Determine which contract clauses are required on awarded grants contracts
• Execute closeout procedures and subsequent adjustments effectively
3
www.PerformanceWeb.org/Grants
4. Grants Management Certification Week
Speaker Day Two: May 19, 2009*
Manage Grants and Cooperative Agreements
Biography: Managers well versed in monitoring techniques have the ability to foresee potential
barriers in the grants administration process. This course will provide you with the tools
to implement an internal monitoring plan for your grant and sub-recipient performance.
You will also be able to identify internal control problems and reporting deficiencies by
becoming adept at gauging grant performance and compliance.
Paul Calabrese
Senior Manager
Coverage Includes:
Mr. Calabrese is a Senior Manager,
providing accounting and consulting Relationships in Managing Federal Grants
services to not-for-profit and
• Determine applicable statutory and regulatory authorities and their impact on
government contracting clients.
grants administration
Mr. Calabrese has considerable
experience with the Cost Accounting • Implement grant terms and conditions: payment, cost sharing, and program income
Standards (CAS) and CAS disclosure treatment under Circular 102 and 2 CFR Part 215
statements, Federal Acquisition
Regulation Cost Principles (FAR), Changes in Budget and Scope
Department of Defense (DOD) FAR
• Identify, determine and valuate proposed changes in budget and scope
Supplement, OMB Circulars A-110
• Collaborate with awarding agency to obtain approval for budget changes
and A-122 (cost principles for non-
profit organizations), the Federal
Project Performance
Accounting Standards and Advisory
Board (FASAB cost practices for federal • Monitor and report program and financial performance goals and objectives
agencies), and the Defense Contract
• Ensure optimum performance of sub-recipients and their beneficiaries
Audit Agency (DCAA) manual.
Examine the Award Agency’s Role
Mr. Calabrese has 28 years of
professional experience. In addition • Examine monitoring methods, audits and sanctions by the awarding agency
to 10 years of experience at a public
• Learn how agencies and auditors review internal controls through site visits
accounting firm and 13 years with
three government contractors, he
End-of-Grant Issues
was a Senior Auditor for the Defense
Contract Audit Agency (DCAA). • Prepare for the closeout process by reviewing grants documents
• Review renewals and extensions procedures to avoid pitfalls
Mr. Calabrese received his Bachelor
of Science degree in Business Improving Management of Subsequent Grants
Administration from George Mason
• Conduct self evaluation to prepare for future application processes
University with a core concentration
in accounting. He is a fellow of • Negotiate the next grant by implementing new techniques to make your agency
the Greater Washington Society stand out
of Certified Public Accountants
(GWSCPA), including the Chair of
their Not-For-Profit Committee starting
in the fall of 2007.
4
www.PerformanceWeb.org/Grants
4
5. Grants Management Certification Week
Day Three: May 20, 2009*
Speaker Comprehend Cost Principles and Allowability
Obtaint the knowledge to understand allowability of costs under the federal grant system.
Biography: Gain the tools for review of cost allowability issues and ascertain fundamental knowl-
edge of OMB cost principles. You will also take away the knowledge of complex costs
and questionable costs resulting from an audit.
Lee Kulmpp Coverage Includes:
Senior Manager, Assurance
Division, BDO Seidman, LLP
Understand Cost Applicability
• Examine the different cost principles for state, local, and tribal governments; as well as
Lee Klumpp is a Senior Manager
universities, nonprofits and for-profit organizations
with BDO Seidman, LLPs’ Assurance
Division in Bethesda, MD. Prior • Review the proper flow through to sub-recipients to navigate the cost process
to joining BDO Seidman, Lee
worked in the audit practices of Cost Allowability
Ernst and Young, LLP and KPMG.
• Determine whether a cost meets the criteria of being reasonable, allocable
His representative clients included
and allowable
Children’s National Medical Center,
World Wildlife Fund American • Review grant application budgets to familiarize yourself with cost allowability
Cancer Society, Gift in Kind
International, and American College Direct and Indirect Costs
of Cardiology. Mr. Klumpp is an
• Understand the differences between direct and indirect costs
accomplished speaker who has
• Classify costs as direct or indirect based upon the treatment of that cost within the
presented on numerous occasions
on a variety of issues relating accounting system
to nonprofit organizations with
Selected Items of Cost
significant emphasis on Office of
Budget and Management Circulars
• Locate cost items in the cost principles and program guidelines
A-133, A-122 and A-110 through
• Review factors affecting allocability of indirect costs
the Greater Washington Society
of CPAs, Virginia State Society of
Using and Applying Cost Principles
CPA’s and the American Institute of
Certified Public Accountants, as well • Review and develop your budget while adhering to grant guidelines
as internally developed continuing
• Identify items and procedures in your budget that would be reviewed in a grant audit
professional education programs for
the firms that he has worked for.
Tips on Cost Principles
• Gain insight into grant cost disallowances by exploring agency and court decisions
• Negotiate with vendors on budget items that are consistent with your cost principles
5
www.PerformanceWeb.org/Grants
5
6. Grants Management Certification Week
“I feel Day Four: May 21, 2009*
Understand Audit Requirements for Grants
prepared Become an expert in audit requirements that includes a review of the OMB Circular A-
133 audit process. You will gain insight into how an auditor thinks and what criteria are
to tackle used to evaluate an audit report. This course will help you and your agency understand
both sides of the audit process.
all aspects
Coverage Includes:
of grants
Review Audit Requirements and Select Auditors
management.” • Examine grant audits: the players, their authority and their roles
• Use requirements such as OMB Circular A-133, the Compliance Supplement, and the
GAO Yellow Book to establish your own audit guidelines
Dennis Lee
Churchill Community Coalition Risk Assessment and Major Program Factors
• Conduct a risk assessment of your program and determine if it is high or low risk
• Analyze internal controls and compliance requirements for program success
Conduct the Audit
• Perform audit results and findings to increase report accuracy
• Monitor the auditor’s performance to avoid common errors
Single Audit Reporting
• Report package contents and submission procedures with Clearinghouse
• Use Circular A-133 criteria to evaluate the adequacy of an audit reporting package
Prepare for Your Audit
• Ensure proper documentation on time and effort reports, financial and
performance reports
• Identify all sub-recipients and develop a monitoring file that includes program
performance and financial information
Tips for Grant Managers
• Examine common audit findings and questioned costs
• Ensure you understand and document your control system
6
www.PerformanceWeb.org/Grants
7. Grants Management Certification Week
Bring this Program to Your Organization
Sponsorship
Opportunities One of the more popular vehicles for accessing the Institute’s educational offerings is the
delivery of on-site trainings and management facilitations. Bringing a training or facilitation
in-house gives you the opportunity to customize a program that addresses your exact
challenges and provides a more personal learning experience, while virtually eliminating
travel expenses. Whether you require training for your department or for an organization-
wide initiative, the advanced learning methods employed by The Performance Institute will
As a conference and training create an intimate training atmosphere that maximizes knowledge transfer to enhance the
provider, The Performance Institute talent within your organization.
is an expert in bringing together
leaders to share and discuss best Customization
practices and innovations. We
We realize that not all obstacles can be overcome by applying an “off-the-shelf solution”.
connect decision-makers with
While many training providers will offer you some variation of their standard training,
respected solution providers.
The Performance Institute’s subject matter experts will work with you and your team to
examine your programs and determine your exact areas of need. The identification of real
The Institute offers five different
life examples will create a learning atmosphere that resonates with participants while at
pre-designed sponsorship packages:
the same time providing immediate return on your training investment. Using interactive
exercises that employ actual projects or scenarios from your organization, instructors can
• Event Co-Sponsor
address specific challenges and align the curriculum of each session to your objectives.
• Session Sponsor While the majority of on-site trainings are focused on smaller groups, The Performance
Institute also has the ability to accommodate organizational-wide training initiatives.
• Luncheon Sponsor
Utilizing multiple instructors, The Institute has the capacity to deliver courses to groups of up
• Exhibit Booth Sponsor
to 300 participants per day.
Areas of Expertise
For more information on sponsorships
or to get started, contact On-site delivery of single courses, certification programs and entire packages of
Jessica Ward at 703-894-0481 x 215 specialized courses are available in the following areas:
or Ward@PerformanceWeb.org
• Strategic Planning
• Performance Measurement
• Project Management
• Lean Six Sigma
• Workforce Management
• Performance-Based Budgeting
• Performance-Based Contracting
• Performance Reporting
• Program Evaluation
• Administrative Management
• Leadership and Change
For more information about in-house training options available to you, please contact
Mark Bryan at 703-894-0481 x 225 or email him at Bryan@PerformanceWeb.org.
7
www.PerformanceWeb.org/Grants
8. Grants Management Certification Week
Logistics & Registration
REGISTRATION
VENUE & HOTEL 1. ONLINE at www.PerformanceWeb.org/Grants
2. VIA FAX to 703-894-0482
The Grants Management Certification Week 2009 will be held at The Performance
Institute Training Center in Arlington, VA. A public parking garage is located inside of 3. VIA PHONE to 703-894-0481
the building for $10/day. Continental breakfast and refreshments will be provided for
4. VIA MAIL to 1515 N. Courthouse Road, Sixth Floor
delegates on each day.
Arlington, VA 22201
The Performance Institute
1515 North Courthouse Rd., Suite 600
Yes! Register me for Grants Management Certification Week 2009
Arlington, VA 22201
Please Select Which Day(s) You would like to attend:
703-894-0481
May 18: Course 1: Understand Grant Administrative Requirements
A limited number of rooms have been reserved at the Arlington Rosslyn Courtyard by May 19: Course 2: Manage Grants and Cooperative Agreements
Marriott at the prevailing rate of $209.00 until April 19, 2009. This rate is based on May 20: Course 3: Comprehend Cost Principles and Allowability
the Government Per Diem and is subject to change. Please call the hotel directly and May 21: Course 4: Understand Audit Requirements for Grants
reference code “Grants Certification” when making reservations to get the discounted
Please call me. I am interested in a special group discount for my team
rate. The hotel is conveniently located three blocks from the Rosslyn Metro station. Please
ask the hotel about a complimentary shuttle that is also available for your convenience.
Delegate Information
Arlington Rosslyn Courtyard by Marriott
1533 Clarendon Blvd.
Arlington, VA 22209 Name Title
Phone: 703-528-2222 / 1-800-321-2211
http://www.CourtyardArlingtonRosslyn.com
Office Organization
Hotel and travel costs are not included in conference tuition.
TUITION
Address
The tuition rates for attending Employee Coaching and Development are as follows:
Offerings Early Bird Rate* Regular Rate
City State Zip
$899
One Day $799
$1099
Two Days $999
Telephone Fax
$1299
Three Days $1199
$1499
Four Days $1399
*For the Early Bird Rate, Register by March 9, 2009 and use Discount Code EBDC. Email
GROUP DISCOUNTS Payment Information
For more information on group discounts for Grants Management Certification Training Form/Purchase Order Check (accepted by mail only)
Week 2009 please contact Chris Joseph at 703-894-0481 or email him at Credit Card
Joseph@PerformanceWeb.org.
CPE CREDITS
Credit Card Number Billing Zip Exp. Date
Delivery Method: Group-live Program Level: Beginner
Prerequisites: Advanced Preparation:
CPE Credits: 6 credits per day
Name on Card 3-Digit Verification #
The Performance Institute (PI) is registered with the National Association of State Boards of Accountancy (NASBA) as a
sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have
Please make checks payable to: The Performance Institute
final authority on the acceptance of individual courses for CPE credit. Complaints regarding sponsors may be addressed to
the National Registry of CPE Sponsors, 150 Fourth Avenue North, Nashville, TN 37219-2417. Website: www.nasba.org. Priority Code: N122-WEB
Cancellation Policy
For live events: The Performance Institute will provide a registrations. Please note that the cancellation is not final to request a credit or refund, please submit it in writing no sibility for covering airfare, hotel or other costs incurred by
full refund less $399 administration fee for cancellations until you receive a written confirmation. later than 10 business days after the end of the training to: registrants, including delegates, sponsors and guests.
four weeks before the event. If cancellation occurs within The Performance Institute: Quality Assurance
Payment must be secured prior to the conference. If payment
two weeks prior to conference start date, no refund will be 1515 N. Courthouse Road, Suite 600 Discounts
is not received by the conference start date, a method of
issued. Registrants who fail to attend and do not cancel Arlington, VA 22201 • All ‘Early Bird’ Discounts must require payment at time of
payment must be presented at the time of registration in order
prior to the event will be charged the entire registration fee. registration and before the cut-off date in order to receive
to guarantee your participation at the event. Note: As speakers are confirmed six months before the
any discount.
For webinars: The Performance Institute will provide a full event, some speaker changes or topic changes may occur
• Any discounts offered whether by The Performance Insti-
refund less $50 administrative fee for cancellations four in the program. The Performance Institute is not responsible
Quality Assurance tute (including team discounts) must also require payment
weeks before the event. If cancellation occurs within two for speaker changes, but will work to ensure a comparable
at the time of registration.
weeks prior to conference start date, no refund will be issued. The Performance Institute strives to provide you with the speaker is located to participate in the program.
• All discount offers cannot be combined with any
Registrants who fail to attend and do not cancel prior to the most productive and effective educational experience
If for any reason The Performance Institute decides to cancel other offer.
meeting will be charged the entire registration fee. possible. If after completing the course you feel there is
this conference, The Performance Institute accepts no respon- • Discounts cannot be applied retroactively
some way we can improve, please write your comments
All the cancellation requests need to be made online Your on the evaluation form provided upon your arrival. Should
8
www.PerformanceWeb.org/Grants
confirmation email contains links to modify or cancel
fi f you feel dissatisfied with your learning experience and wish